Telecom’s biggest vendors – 1Q20 edition

Telecom’s biggest vendors – 1Q20 edition
Telco NI vendor revenues decline by over 4% on YoY basis in 1Q20 as industry reels from global COVID-19 pandemic
By Matt Walker

MTN Consulting has now finalized its analysis of vendor sales of network infrastructure (NI) products and services to the telco sector for the quarter ended March 2020 (1Q20). This market, which we term “Telco NI,” amounted to $49.5 billion in vendor revenues for 1Q20, down 4.3% year-over-year (YoY) from 1Q19. This decline is similar to the 4.7% decline recorded in 4Q19. Our Telco NI analysis tracks 124 vendors in total, from 1Q13 through 1Q20.

Table of Contents

  1. ABSTRACT – Results commentary
  2. INTRODUCTION
  3. 1Q20 Telco NI Market Results
  4. TOP 25 VENDORS – Printable tearsheets
  5. CHARTS – Single vendor snapshot
  6. CHARTS – 5 vendor comparisons
  7. DATA – revenue estimates by company
  8. ABOUT – MTN Consulting and report methodology

Figure & Charts

Partial list:

  • Telco NI vendor revenues, annualized (US$B)
  • Telco NI revenues by company type in 2019 (total: $213B)
  • Telco NI as share of total company revenues for top 25 vendors
  • Telco NI as % of corporate revenues by company type
  • Telco NI/Total
  • Annualized Telco NI revenues vs. Capex and Opex (ex-D&A)
  • Correlation between Telco NI revenues and Capex/Opex ex-D&A
  • Telco NI sales of top 6 vendors vs. all others, 1Q20
  • Telco NI vendor revenues, YoY % growth in single quarter
  • Top 25 vendors based on Telco NI revenues in 1Q20 ($B)
  • Top 25 vendors based on annualized Telco NI revenues through 1Q20 ($B)
  • Telco NI market share changes, 1Q20 v. 1Q19
  • Top 25 vendors based on 1Q20 YoY revenue growth rate in Telco NI
  • Top 25 vendors: results highlights and growth outlook
  • Telco NI – Services segment revenues in 1Q20: Top 25 vendors (US$B)
  • Network Services as % of Telco NI vendor revenues, 1Q18, 1Q19, and 1Q20
  • Telco NI vendor revenues by company type, 2013-1Q20 (US$B)
  • Telco NI revenues by company type: YoY % change
  • Telco NI vendor revenues by company HQ (US$B)
  • Top vendors by company type

Coverage

Company Segment
3M CCV
A10 Networks NEP
Accenture plc ITSP
Accton Technology NEP
ADTRAN NEP
ADVA Optical Networking NEP
Affirmed Networks NSP
Alcatel-Lucent NEP
Allied Telesis NEP
Allot Communications NEP
Altran Technologies ITSP
Amdocs ITSP
Anritsu T&M
Arista Networks NEP
ARRIS International CCV
AsiaInfo Technologies NSP
Atos Origin ITSP
Audiocodes NSP
Avaya ITSP
Aviat Networks NEP
Beijing Xinwei NEP
Broadcom Limited NEP
BroadSoft, Inc. NSP
Brocade Communications Systems, Inc. NEP
CA Technologies NSP
Calix NEP
Capgemini ITSP
Casa Systems NEP
Ceragon Networks NEP
Check Point Software NSP
China Communications Services Corporation Limited ES
Ciena Corporation NEP
Cisco Systems NEP
Citrix Systems ITSP
Clearfield CCV
Comarch ITSP
Comba Telecom NEP
CommScope Holding CCV
Commvault Systems ITSP
Comptel NSP
Convergys ITSP
Coriant NEP
Corning CCV
CSG NSP
Cyan NSP
DASAN Zhone NEP
Datang Telecom Technology NEP
Dell Technologies NSP
DragonWave Inc. NEP
DXC Technology (aka CSC) ITSP
DyCom Industries ES
ECI Telecom NEP
Ericsson NEP
EXFO Inc T&M
Extreme Networks NEP
F5 Networks ITSP
Fiberhome NEP
FireEye NSP
Fortinet ITSP
Fujikura CCV
Fujitsu Limited NEP
Furukawa Electric CCV
General Cable CCV
Harmonic Inc. NEP
HCL Technologies ITSP
Hengtong Optic-electric CCV
Hitachi NEP
HPE NEP
Huawei NEP
Huber+suhner AG CCV
IBM ITSP
Infinera NEP
Infosys ITSP
Inseego NEP
Intel NEP
Italtel NEP
ITOCHU Techno-Solutions Corporation ES
Juniper Networks NEP
Kathrein CCV
Kudelski NEP
MasTec ES
Mavenir NSP
Metaswitch NSP
Mitsubishi Electric NEP
NEC Corporation NEP
Net Insight NEP
Netcomm NEP
NetScout Systems NSP
Nexans CCV
Nokia NEP
OPTIVA NSP
Oracle NSP
Pace plc NEP
Palo Alto Networks NEP
Prysmian CCV
Quantenna Communications NEP
Radcom NSP
Radisys NSP
Radware NEP
Red Hat NSP
Ribbon Communications NEP
Ruckus Wireless NEP
Samsung Electronics NEP
SAP SE NSP
SeaChange International, Inc. NSP
Sopra Steria ITSP
Spirent Communications T&M
Sterlite Technologies CCV
Subex NSP
SYNNEX Corporation ITSP
Tata Consultancy Services ITSP
TE Connectivity CCV
Tech Mahindra ITSP
Technicolor NEP
Tejas Networks NEP
Transmode NEP
Trigiant Group CCV
Virtusa ITSP
Vubiquity ITSP
Westell CCV
Wipro ITSP
Wiwynn NEP
YOFC CCV
ZTE NEP

Visuals

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